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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,515 | $64,716+151.1% | $112,258+44.8% | $68,495+137.3% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+26.0pp |
| Annual return | -15.40% | -11.40%-4.0pp | 27.47%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,587 | $5,232-31.4% | $6,411-44.1% | $5,403-33.6% |